Transfer Investment

Simple task but I cannot figure out how to do it (I am using MS Money 2006)
... how can I move an investment from Account A to Account B? I don't want
to move all of the investments in Account A ... only one.

Thanks.

Cal
Wed Jul 09 11:47:58 CDT 2008

In microsoft.public.money, fripper wrote:

>
>Simple task but I cannot figure out how to do it (I am using MS Money 2006)
>... how can I move an investment from Account A to Account B? I don't want
>to move all of the investments in Account A ... only one.

You could do a TransferOut transaction from Account A.

Note that performance calculations for that security in Account B in
the portfolio view will start fresh for that security if you do
that.

fripper
Wed Jul 09 12:02:40 CDT 2008


I do not know how to do a TransferOut transaction ... is it available in MS
Money 2006?

Thanks.


"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:eqq974pj93c6a9r4cm7smm3ghpuj8ak3v9@4ax.com...
> In microsoft.public.money, fripper wrote:
>
>>
>>Simple task but I cannot figure out how to do it (I am using MS Money
>>2006)
>>... how can I move an investment from Account A to Account B? I don't
>>want
>>to move all of the investments in Account A ... only one.
>
> You could do a TransferOut transaction from Account A.
>
> Note that performance calculations for that security in Account B in
> the portfolio view will start fresh for that security if you do
> that.
>

Cal
Wed Jul 09 12:08:46 CDT 2008

In microsoft.public.money, fripper wrote:

>
>I do not know how to do a TransferOut transaction ... is it available in MS
>Money 2006?

Enter a transaction. But instead of using a Buy or a Sell, scroll
farther down the list in the Activity column and find TransferOut
well down the list.



>
>Thanks.
>
>
>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
>news:eqq974pj93c6a9r4cm7smm3ghpuj8ak3v9@4ax.com...
>> In microsoft.public.money, fripper wrote:
>>
>>>
>>>Simple task but I cannot figure out how to do it (I am using MS Money
>>>2006)
>>>... how can I move an investment from Account A to Account B? I don't
>>>want
>>>to move all of the investments in Account A ... only one.
>>
>> You could do a TransferOut transaction from Account A.
>>
>> Note that performance calculations for that security in Account B in
>> the portfolio view will start fresh for that security if you do
>> that.
>>
>

fripper
Thu Jul 10 15:58:37 CDT 2008


Cal ... thanks very much for your help ... everything worked great. I do
not understand why I had trouble locating a description of how to do this in
Help ... seems to me it should be pretty common task. In any event now I
know ... and maybe can help someone in the future.



"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:v0s9745coqkdlvhuhct8m9abjc9id0mosb@4ax.com...
> In microsoft.public.money, fripper wrote:
>
>>
>>I do not know how to do a TransferOut transaction ... is it available in
>>MS
>>Money 2006?
>
> Enter a transaction. But instead of using a Buy or a Sell, scroll
> farther down the list in the Activity column and find TransferOut
> well down the list.
>
>
>
>>
>>Thanks.
>>
>>
>>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
>>news:eqq974pj93c6a9r4cm7smm3ghpuj8ak3v9@4ax.com...
>>> In microsoft.public.money, fripper wrote:
>>>
>>>>
>>>>Simple task but I cannot figure out how to do it (I am using MS Money
>>>>2006)
>>>>... how can I move an investment from Account A to Account B? I don't
>>>>want
>>>>to move all of the investments in Account A ... only one.
>>>
>>> You could do a TransferOut transaction from Account A.
>>>
>>> Note that performance calculations for that security in Account B in
>>> the portfolio view will start fresh for that security if you do
>>> that.
>>>
>>